Project Management
We're tracking towards $2 million savings in people power.
Start your project management trail here
TRACK TIMELINES & DELIVERABLES
Run Projects your way
Start from any record in Salesforce, then choose from one of our four project methodologies, so you can pick the type of project that works best for your project at hand, leading to fewer late running tasks and faster project completion:
- Checklist
- Kanban Agile
- Waterfall
- Water-Scrum-Fall
Track Timelines & Deliverables
Leverage Templates
Leverage Templates
Leverage best practices for better project governance
While you can always create one-off projects, most companies leverage our templates to deliver better process control for their organizations. Our best-of-breed template capabilities let you clone onto your new projects:
- Tasks & Deliverables
- Resources
- Finances and more
Stage Gates
Use decision points for maximum ROI
Define and templatize your gate process(s) to keep your team on the right path and reduce training time for new hires with:
- Templatized gate checklists
- Go/No Go decision points
- Automated gate process updates
- Visual gate progress across all your projects
Stage Gates
Skills Based Resourcing
Effectively manage projectsSkills Based Resourcing
Proactive resource planning
Make the most of your resource pool and find the right person, with the right skills, and availability when you need it, with our multi-level skills based resourcing engine.
Use placeholders in your templates to be proactive in your resourcing needs.
User Friendly Time Entry
To deliver accurate data your business needs
Your team works on multiple items during the week, so it’s important to improve employee satisfaction by giving them a user-friendly way to capture time, in an accurate and timely manner.
With Cloud Coach you can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can be routed for approval to the relevant manager(s).
User Friendly Time Entry
Meetings & Documents
Meetings & Documents
See the full picture around your project
Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
Build best practice agendas into your meeting templates along with coaching notes to decrease training time and costs. Capture your meeting minutes, and action items then share meeting minutes with your attendees in one click.
Risk, Issues & Change Requests
Control your project from start to finish
Proactively manage the unknowns against your Project to keep on schedule & deliver maximum value.
Maintain your ‘Risk Register’, ‘Issue Log’ and ‘Change Request List’ in one place with configurable displays for each type of record.
Risks, Issues, Change Requests
Stakeholder Management
Stakeholder Management
Along with their project deliverables
Capture and map out your key project stakeholders whose input will be needed to make your project successful.
Define and manage RACI for all your stakeholders and share project updates in real time with your project’s external view.
Project Profitability
Budget, plan and deliver
Decrease your project costs with proactive, forecasting, budgeting and baselining of your project financials through every step of your project.
Track the metrics that matter to you, including project burndown and earned value so you can predict the value your project will deliver to your business.
Project Profitability
High level project metricsReports & Dashboards
Reports & Dashboards
What happens during your project delivery
All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world.
Tailor your project management dashboards to what your team needs to see, be it project profitability, health, task status, milestones and more
One place, one system to manage all incoming proposed initiatives, request and confirm approvals from functional area leaders, execute projects and tasks, and report on portfolios.
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